JB
JB

James Brignall

25 Years of Experience
Plymouth Meeting, PA
Broker

James Brignall is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plymouth Meeting, PA, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1000 Germantown Pike Ste A1, Plymouth Meeting, PA, 19462-2481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is involved with KSP MLS LLC since January 2023. This activity is investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2014 - Present · 11 yrs 9 mos
Ameriprise Financial Services, LLCBroker
September 2010 - Present · 15 yrs 8 mos
Ameriprise Financial Services, LLC
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
April 1999 - March 2009 · 9 yrs 11 mos
Ids Life Insurance CompanyBroker
April 1999 - July 2006 · 7 yrs 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Brignall - Financial Advisor | TrueAdvisor